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欧克科技(001223) - 001223欧克科技投资者关系管理信息20250521

Group 1: Investment and Project Development - The company is collaborating with Jiuliang Co. and the Shiyan Municipal Government to establish an industrial fund, focusing on investment projects related to industry trends, with preparations underway for the first project [2] - The company aims to launch the first investment project as soon as possible, considering multiple factors such as fund establishment processes and market conditions [2] Group 2: Technology and Product Development - Jiangxi Youze New Materials is focusing on the research and performance enhancement of PI films, keeping an eye on the technological dynamics and material demands of 6G [3] - The company has a strong product line in high-end intelligent equipment, enhancing market recognition and sales performance through partnerships with experienced professionals in specific product areas [9] Group 3: Sales and Market Performance - The company reported good overseas sales in 2025, with a continuous increase in order scale compared to the previous year [4] - In 2025, the company secured equipment procurement agreements worth 196 million CNY and 127 million CNY, indicating a positive market response to its new automatic bottom-drawing paper towel production line [7] Group 4: Production Capacity and Efficiency - The company is currently operating at full production capacity, with plans to alleviate capacity constraints through the installation of new CNC equipment and recruitment of additional staff [6] - The introduction of industrial robots and automation technologies is expected to significantly enhance production efficiency and product quality [12] Group 5: Strategic Partnerships and Risk Management - The company is adopting a partnership model for its blown film machine business to leverage specialized market knowledge and share risks associated with market fluctuations [8] - The company will continue to explore and pursue mergers and acquisitions in the upstream and downstream industries, focusing on enhancing core competitiveness and achieving synergies [12]